See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Service code 21 · EIN 64-0169065 | Bank Trustee | $1,000 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,565 | $81,474-77.2% | $133,956-86.1% | $73,488-74.7% |
| Participation rate | 83.5% | 76.4%+7.1pp | 79.8%+3.6pp | 70.7%+12.8pp |
| Annual return | 13.28% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,684 | $2,209-23.8% | $3,919-57.0% | $2,270-25.8% |
| Participant deferral / active EE | $1,231 | $3,786-67.5% | $5,048-75.6% | $3,740-67.1% |
| Admin fee / account holder | $3 | $713-99.6% | $8,927-100.0% | $513-99.4% |